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Financial Advisors in Mount Greenwood, IL: 2026 rankings

750 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mount Greenwood: American Consumer Credit Counseling, Inc., RFA Score 76/100; 5.0★ from 2,767 Google reviews; open Saturdays until 8 PM.

  2. 2

    Most-reviewed: TreeLife Financial Solution Corp, 476 Google reviews at 4.8★, the most of 750 ranked after American Consumer Credit Counseling, Inc.; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

750 Mount Greenwood financial advisors are ranked here by RFA Score, from eight published factors. 221 open Saturdays and 25 open Sundays, based on posted hours. The median Google rating is 4.7★ across 750 rated firms.

Top 10 financial advisors in Mount Greenwood at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Mount Greenwood at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1American Consumer Credit Counseling, Inc.765.0★ (2,767)Chicago, 15 mi awaySat · EveningsTop score
2TreeLife Financial Solution Corp734.8★ (476)Chicago, 7 mi awaySatMost reviews
3Michael Conroy and Associates735.0★ (191)Palos Hills, 6 mi away——
4Prime Credit Advisors724.9★ (217)Orland Park, 9 mi awaySat · Sun · Evenings—
5Zhou Agency714.9★ (330)Chicago, 14 mi away——
6Arkeem J Williams: Primerica - Financial Services715.0★ (64)Evergreen Park, 2 mi awaySat · Sun · Evenings—
7Legacy Insurance & Investment Group LLC715.0★ (84)Palos Heights, 5 mi away——
8Mutual of Omaha Mortgage704.9★ (314)Lombard, 19 mi away——
9One Team One Dream Financial Services704.7★ (100)Chicago, 4 mi awaySat · Evenings—
10Centier Bank704.8★ (197)East Chicago, 13 mi awaySat—

All 750 financial advisors in Mount Greenwood, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Prime Credit Advisors

    Based in Orland Park, 9 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 217 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 217 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    15255 S 94th Ave 5th fl, Orland Park, IL 60462
    View profile for Prime Credit Advisors(708) 761-4844

  5. #5 Zhou Agency

    Based in Chicago, 14 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 330 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 330 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    625 N Michigan Ave Ste 1705, Chicago, IL 60611
    View profile for Zhou Agency(312) 808-8899

  10. #10 Centier Bank

    Based in East Chicago, 13 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 197 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 197 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    720 W 145th St, East Chicago, IN 46312
    View profile for Centier Bank(219) 397-7830

  11. #11 Old Second National Bank

    Based in Chicago, 3 mi away

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9443 S Ashland Ave, Chicago, IL 60620
    View profile for Old Second National Bank(877) 866-0202

  12. #12 Centier Bank

    Based in Hammond, 15 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 169 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 169 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    2635 169th St, Hammond, IN 46323
    View profile for Centier Bank(219) 844-0688

  13. #13 Centier Bank

    Based in East Chicago, 11 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 147 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1500 119th St, Whiting, IN 46394
    View profile for Centier Bank(219) 659-0043

  14. #14 IRA Club

    Based in Chicago, 13 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 223 Google reviews, listed on Google as “Financial consultant”.

    • 4.7★ from 223 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    67 E Madison St #1510, Chicago, IL 60603
    View profile for IRA Club(312) 795-0988

  17. #17 McAdam Financial

    Based in Chicago, 13 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    111 W Jackson Blvd Ste 1700, Chicago, IL 60604
    View profile for McAdam Financial(312) 509-4500

  18. #18 Centier Bank

    Based in Hammond, 11 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 102 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    5433 Hohman Ave, Hammond, IN 46320
    View profile for Centier Bank(219) 853-0160

  19. #19 Goldstone Financial Group

    Based in Chicago, 18 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 147 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181
    View profile for Goldstone Financial Group(630) 620-9300

  20. #20 Old Second National Bank

    Based in Darien, 14 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 123 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8001 S Cass Ave, Darien, IL 60561
    View profile for Old Second National Bank(877) 866-0202

  23. #23 STRIDE Financial

    Based in Chicago, 15 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1925 N Clybourn Ave Ste 301, Chicago, IL 60614
    View profile for STRIDE Financial(312) 767-9166

  25. #25 RED Wealth Management, Co | Financial Services | Estate Planner | Mobile Notary | Apostille | Loan Signing Agent

    Based in Chicago, 6 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    N/A, Chicago, IL 60638
    View profile for RED Wealth Management, Co | Financial Services | Estate Planner | Mobile Notary | Apostille | Loan Signing Agent(815) 955-8858

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 750 ranked financial advisors here; the rest are on their profiles.

financial advisors in Mount Greenwood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Stenger Family Office | Naperville Financial Advisor685.0★ (174)23 mi
27Old Second National Bank684.5★ (106)9 mi
28Centier Bank684.8★ (121)16 mi
29Karstens Financial684.8★ (95)14 mi
30Pensinger Financial, Inc.675.0★ (66)15 mi
31Centier Bank674.9★ (87)16 mi
32Shoaibi Financial Services675.0★ (28)6 mi
33Tax Prep Guys675.0★ (35)8 mi
34Illiana Financial Credit Union674.3★ (199)11 mi
35SJV Financial Coaching675.0★ (38)9 mi
36Centier Bank674.9★ (121)20 mi
37Serenity Wealth Management675.0★ (46)13 mi
38BMO Bank N.A Branches674.2★ (38)1 mi
39Dave Forrester - COUNTRY Financial Agent675.0★ (27)7 mi
40Centier Bank674.8★ (83)16 mi
41Centier Bank675.0★ (93)22 mi
42Centier Bank674.8★ (84)17 mi
43Danielle Williams: Primerica - Financial Services674.9★ (43)11 mi
44Cannon Financial & Notary Services675.0★ (16)2 mi
45Clara Brown Debrie: Primerica - Financial Services674.9★ (16)2 mi
46Dowling Financial Services & Wealth Management665.0★ (48)15 mi
47Pleasant Financial Services664.8★ (18)2 mi
48Connor & Gallagher OneSource (CGO)664.9★ (88)20 mi
49Wilsave Financial665.0★ (96)23 mi
50Old Second National Bank664.5★ (35)5 mi

Also serving Mount Greenwood

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Mount Greenwood
BusinessGoogle ratingDistance
Beata Reynafarje - Opal Ins & Fin Svcs Group, Inc.5.0★ (2)8 mi
Contour Financial5.0★ (2)9 mi
David C. Heide - RBC Wealth Management Financial Advisor5.0★ (2)5 mi
Edward Jones - Financial Advisor: Marcos R Alvarado, CFP®5.0★ (2)8 mi
Edward Jones - Financial Advisor: Pat Dunne4.0★ (2)5 mi
Edward Jones - Financial Advisor: Rick Powell5.0★ (2)4 mi
Edward Jones - Financial Advisor: Tom Walsh5.0★ (2)1 mi
Fernaldo Miller: Primerica - Financial Services5.0★ (2)8 mi
Joel Wrzesinski - COUNTRY Financial Agent5.0★ (2)9 mi
Johnetta Greer: Primerica - Financial Services5.0★ (2)2 mi
Jonker & Associates5.0★ (2)8 mi
Karen Kavalas - COUNTRY Financial Agent5.0★ (2)8 mi
Kirk Gregory - COUNTRY Financial Representative1.0★ (2)1 mi
Koney Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)10 mi
McCabe Financial Group4.0★ (2)9 mi
Michael Turner: Primerica - Financial Services5.0★ (2)8 mi
Nadia Abueid - COUNTRY Financial Agent5.0★ (2)5 mi
Next Generation Consulting5.0★ (2)9 mi
Steve Phillips - COUNTRY Financial Representative5.0★ (2)7 mi
William Thompson - Country Financial1.0★ (2)5 mi

How we ranked Mount Greenwood financial advisors

We scored 750 Mount Greenwood financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Mount Greenwood data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Mount Greenwood: frequently asked questions

Which financial advisor has the highest RFA Score in Mount Greenwood?

By RFA Score, the highest-ranked financial advisor in Mount Greenwood, IL is American Consumer Credit Counseling, Inc. with an RFA Score of 76/100. It has 5.0★ from 2,767 Google reviews. It is open Saturdays until 8 PM. TreeLife Financial Solution Corp (#2) and Michael Conroy and Associates (#3) follow. We ranked 750 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Mount Greenwood?

RankedFinancialAdvisors ranks 750 financial advisors serving Mount Greenwood, IL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Mount Greenwood work on weekends?

221 of 750 ranked financial advisors post Saturday hours and 25 post Sunday hours. The highest-ranked open Saturdays are American Consumer Credit Counseling, Inc. (#1), TreeLife Financial Solution Corp (#2) and Prime Credit Advisors (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mount Greenwood financial advisors have?

The median Google rating among 750 rated financial advisors in Mount Greenwood is 4.7★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 2,767 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Mount Greenwood count in this ranking?

Yes, if they are within 25 mi of the Mount Greenwood city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Mount Greenwood ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Mount Greenwood a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Mount Greenwood

  1. November 2026: RFA Scores recalculated for 750 financial advisors serving Mount Greenwood.
  2. November 2026: 8 duplicate listings merged.

More financial advisors and Mount Greenwood pages